The End of 3-Year Transformations in Trust Services

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Opticast

Optifi

3 episodes

3 days ago

Optifi disrupts the Trust & Corporate services market with the first BPaas platform. From client onboarding to payments, accounting and regulatory reporting, Optifi automates, controls and optimises your processes, reducing your cost to serve by up to 60%. We empower you to focus on what truly matters— your strategic growth For more details check our website: https://www.optifiplatform.com/

Entrepreneurship

Business

RSS

All content for Opticast is the property of Optifi and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business

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The End of 3-Year Transformations in Trust Services | Opticast Ep. 2

Opticast

44 minutes 56 seconds

1 month ago

The End of 3-Year Transformations in Trust Services | Opticast Ep. 2

In this episode of the Opticast, we uncover why technology adoption is no longer optional for trust companies facing mounting regulatory pressures, shrinking margins, and rising client expectations. Alain Egre, COO of Optifi, and CEO Stuart Richford dive into actionable insights on how digitisation, automation, and AI are transforming the trust and corporate services industry. From reducing cost-to-serve to unlocking new revenue streams, discover how companies can future-proof their operations in a rapidly evolving world.CHAPTERS:00:00 - Introduction02:08 - Overview of Optifi05:47 - Current Industry Landscape07:31 - Financial Pressures in Business14:37 - Regulations Impacting the Industry19:07 - Technology Adoption Trends27:44 - Industry Consolidation Insights29:07 - AI and Data Integration33:55 - Global Developments and Trends34:40 - Investments for Trust Companies41:23 - Future Predictions for the Industry44:20 - Conclusion and TakeawaysOptifi is the next generation digital platform for global Trust, Corporate Services and Family Office companies. Founded by some of the most experienced technology, business process experts, and leaders in the sector, Optifi maximises value through AI, automated control, and a beautifully crafted, consolidated customer experience.Reduce your cost to serve with https://optifiplatform.com/#Opticast #Optifi #Podcast